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- Fundraising Campaign Manager
- Frequently asked questions
Questions, answered
Answers about case setup, review, fund activity and operational follow-up.
Fundraising Campaign Manager
9 questions
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How do I get started?
Click Get started, then use Proto to configure Fundraising Campaign Manager for your business. Pilot one organization, an eligible program and a funding case that your team can take through review and confirmed fund activity.
Who owns a funding request?
A Funding Owner prepares the case, due date, requested amount and evidence. An independent Funding Reviewer records the decision.
How is an award recorded?
The reviewer decides against the current case revision. An approval records the awarded amount at the decision time; the decision and reason remain linked to the case.
Can we distinguish a pledge from money received?
Yes. The fund activity trail uses separate pledge and provider-confirmed receipt events. Finance checks the provider reference before treating money as confirmed.
How do restrictions affect allocation?
Finance allocates only the unused balance of a confirmed receipt with the same restriction. Test this policy with a real case before the first operating cycle.
How are matching gift claims reviewed?
A claim links to a selected funding case and carries an eligible amount and employer confirmation. A separate reviewer checks the evidence and current revisions before deciding.
Does approving a matching gift claim record cash?
Approval records the claim decision. Finance records actual received funds through a separate provider-confirmed receipt.
What happens when a payment result is uncertain?
Operations staff inspect the pending or failed operation receipt, external reference and local effects before accepting completion or taking another action.
When can a case close?
The owner and finance team review the final award, fund activity and unresolved operation receipts before moving an active case to closed.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.